Michael K. Sheerin

PROACTIVE PLANNING WEALTH ADVISORY

Overland Park, KS 66204

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CRD#: 5298801

Professional summary

Michael Kenrick Sheerin, AIF® is a registered financial advisor currently at PROACTIVE PLANNING WEALTH ADVISORY located in Overland Park, Kansas.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Michael has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

INSURANCE SALES; INVESTMENT-RELATED; KANSAS; INSURANCE AGENT; START DATE 2024; APPROXIMATELY 40 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Kenrick Sheerin's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Current

May 1, 2024 - Present

PROACTIVE PLANNING WEALTH ADVISORY

Office #1: 7221 West 79th Street Suite 5, Overland Park, KS 66204

RIA

CRD#: 330272

Overland Park, KS

Past

November 14, 2022 - April 30, 2024

TAX FAVORED RETIREMENT

RIA

CRD#: 298519

KANSAS CITY, MO

Past

January 14, 2021 - December 6, 2022

IHT WEALTH MANAGEMENT LLC

RIA

CRD#: 171481

SHAWNEE, KS

Past

May 20, 2015 - January 13, 2021

BARBER FINANCIAL GROUP

RIA

CRD#: 152043

LENEXA, KS

Past

November 3, 2014 - August 29, 2016

NATIONAL PLANNING CORPORATION

CRD#: 29604

LENEXA, KS

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Kansas
(5/1/2024)

IAR

Missouri
(6/12/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/20/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 8/29/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/3/2014

General Securities Representative Examination

Current Firm

PROACTIVE PLANNING WEALTH ADVISORY

PROACTIVE PLANNING LLC | PROACTIVE PLANNING WEALTH ADVISORY

CRD#: 330272 / SEC#:

Kansas

Registered Investment Advisory firm - (4/24/2024 Approved)

Missouri

Registered Investment Advisory firm - (6/12/2024 Approved)

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Contact information

Main Address

7221 West 79th Street Suite 5, Overland Park, KS 66204

Mailing Address

Phone number

(913) 568-1441

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	214
AUM (Assets Under Management)	$ 23,593,958

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael K. Sheerin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Kenrick Sheerin's CRS (Customer Relationship Summary).

Certified licenses

Experience

PROACTIVE PLANNING WEALTH ADVISORY

TAX FAVORED RETIREMENT

IHT WEALTH MANAGEMENT LLC

BARBER FINANCIAL GROUP

NATIONAL PLANNING CORPORATION

State Registrations and Notice Filings

Exams

Series 66

Date: 5/20/2015

SIE

Date: 8/29/2016

Series 7

Date: 11/3/2014

Current Firm

PROACTIVE PLANNING WEALTH ADVISORY

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PROACTIVE PLANNING WEALTH ADVISORY

TRUST BUT VERIFY

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